Unclaimed
Megan Constantine is a financial advisor with Forge Securities LLC. Megan has been in the financial services industry since 2014. Megan holds the Series 7, Series 63, and SIE licenses and is registered in 53 states. Prior to joining Forge Securities LLC, Megan worked at COHEN & STEERS SECURITIES, LLC and WILLIAM BLAIR.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
09/01/2021 - Present
Forge Securities LLC (SAN FRANCISCO CA)
NY
03/29/2018 - 08/03/2021
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NY
05/14/2014 - 03/07/2018
WILLIAM BLAIR (NEW YORK NY)
BC
Issued 06/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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